Financial advisors for high earners in Dallas, Texas
Which financial advisor should I talk to as a high earner in Dallas?
For high earners in Dallas, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Phil Orwig of Fair Asset Management, LLC, Michelle Gass of Paradigm Advisors, L.L.C. and Stephanie Sammons of Sammons Wealth Management LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Phil Orwig Fair Asset Management, LLC, Dallas City Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Michelle Gass Paradigm Advisors, L.L.C., Dallas City Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Stephanie Sammons Sammons Wealth Management LLC, Dallas City Holds the CFP. Fees on file: percentage of assets.
- Spenser Liszt Motif Planning, Dallas City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Kyle Simmons J.E. Simmons & Co., P.C., Dallas City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- James Sullivan Beaird Harris, Dallas City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Dallas work with high earners?
The Wellspent public graph lists 25 fee-only advisors for high earners in Dallas, at 8 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for high earners in Dallas charge?
The most common fee among fee-only advisors for high earners in Dallas is a percentage of assets, used by 92% of the 25 with fees on file. Many use more than one: 76% charge fixed fees and 12% charge an ongoing planning fee.
How much do fee-only financial advisors charge in Dallas?
Fee-only financial advisors in Dallas charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 5 Dallas firms.
How much does a one-time financial plan cost in Dallas?
A one-time financial plan from a fee-only firm in Dallas has a median price of $875. We found this across the published prices of 6 Dallas firms.
What credentials should a financial advisor for high earners have?
For high earners, look for the CPA, EA and CFP. In Dallas, 56% of the 25 advisors listed hold the CFP.
- CPA4% in Dallas
- CPAs help with high-income tax.
- EA4% in Dallas
- Enrolled agents help with multi-year tax planning.
- CFP56% in Dallas
- The CFP covers insurance and saving decisions together.
How do Dallas advisors for high earners compare with the rest of the US?
76% of fee-only advisors for high earners in Dallas charge fixed fees, compared with 42% of the 1,176 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Dallas. Light bars are all US advisors for high earners.
Does Texas have a state income tax?
No. Texas has no state income tax, so federal tax drives most financial planning for residents.
What should I ask a financial advisor as a high earner in Dallas?
- Do you have a minimum, and do you take clients on income rather than assets?
- Which accounts should I use once I've maxed my 401(k)?
- How would you reduce my tax this year and next?
- How much should I be saving, in dollars?
- If I've worked in other states, what could I still owe there?
How current is this list of fee-only advisors for high earners in Dallas?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Stephanie Sammons | Sammons Wealth Management LLC | Dallas | CFP | Percentage of assets |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
Want a shorter list for high earners?
Tell us what you need and we'll narrow Dallas's 25 advisors to the few who fit.
Get matched in 2 minutes